$MBLY 0.65 Rising Signal

Notable posts

• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

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• @wallstengine neutral 99 eng

  Mobileye $MBLY plans to launch a robotaxi service in a major U.S. city in 2027. The initial fleet is expected to be ~100 fully driverless vehicles, with a goal to scale to ~17,000 vehicles over the following five years. https://t.co/JFGTu5F4EB

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• @wallstengine neutral 76 eng

  MOBILEYE $MBLY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $508M (Est. $481.2M) 🟢; roughly flat YoY 🔹 Adj. EPS: $0.19 (Est. $0.06) 🟢; +50% YoY 🔹 Adj. Gross Margin: 66%; -303 bps YoY 🔸 Founder and CEO Amnon Shashua plans to step down once a successor is appointed. Raises FY26 Guidance: 🔹 Revenue: $1.97B-$2.02B (Est. $1.98B) 🟢 🔸 Previous guide: $1.935B-$2.015B 🔸 Revenue midpoint raised by $20M to $1.995B 🔹 Adj. Operating Income: $365M-$425M (Est. $213.8M) 🟢 🔸 Guidance midpoint increased 88%, primarily due to Israel’s new R&D incentive grant Business Highlights: 🔹 Added a high-volume Cloud-Enhanced ADAS design win with Stellantis 🔸 Expected gross profit per unit is more than double Mobileye’s current average base ADAS profitability 🔹 Volkswagen’s MOIA began public robotaxi testing in Hamburg with safety drivers 🔹 Mobileye accelerated development of its own vertically integrated robotaxi service 🔹 System shipment volumes increased 3% YoY Other Metrics: 🔹 Adj. Operating Income: $155M; +46% YoY 🔹 Adj. Operating Margin: 31%; +956 bps YoY 🔹 Adj. Net Income: $155M; +52% YoY 🔹 Cash and Investments: $1.4B 🔹 First-Half Operating Cash Flow: $210M 🔹 First-Half Capital Expenditures: $51M 🔹 Share Repurchases: $24M Important Context: 🔸 Mobileye recognized a $93M non-GAAP R&D incentive benefit in Q2 covering the entire first half of 2026. 🔸 The margin and operating-income improvement was therefore heavily supported by the new Israeli incentive, while underlying gross margin declined due to lower China OEM pricing and a greater mix of lower-margin SuperVision hardware.

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 67 eng

  Mobileye $MBLY will supply cloud-enhanced ADAS for select Stellantis vehicles beginning in 2027. The system will use Mobileye’s crowdsourced road intelligence to support lane keeping on unmarked roads and hands-free, eyes-on driving in designated conditions, starting with select U.S. models. Mobileye’s REM network now draws data from more than 8 million vehicles, covering 34 billion miles and over 95% of public roads in the U.S. and Europe.

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• @wallstengine bullish 64 eng

  Berenberg Upgrades $MBLY to Buy from Hold, PT $11 Analyst comments: "Despite Mobileye’s strong Q2 2026 results, the stock has overcorrected due to the resignation of co-founder and CEO Professor Amnon Shashua. As such, we believe the stock is once again mispricing the mid-term growth prospects of the business. Fundamentally, our thesis remains unchanged since our initiation on April 1, with Mobileye well placed to win additional awards in the high-volume L2-L2+ advanced driver assistance systems (ADAS) category as OEMs prioritize cost, efficiency, and scale. However, the volatility has created varying risk-reward, and we now believe the shares offer a more attractive entry price. The imminent product cycle shift to the SuperVision segment and robotaxi partnerships are progressing well, with commercial launches expected in the next 12-18 months. In addition to this progress, the announcement of Mobileye’s own vertically integrated robotaxi business provides further upside to the low-single-digit revenue growth the current share price is implying. As such, we upgrade our rating to Buy and increase our price target to $11.00. With this note, we also transfer coverage to Tommy Whitfield." Analyst: Tommy Whitfield

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• @wallstengine mixed 37 eng

  TD Cowen’s takeaway from its AV expert discussion: Tesla and Waymo are best positioned to scale autonomous rideshare in the U.S. Waymo leads today on safety and deployment, while Tesla could still emerge as a major player if consumers ultimately view its safety level as “good enough.” The key debate may be less about achieving perfect safety and more about who can reach acceptable safety levels at scale, at the lowest cost. That keeps $GOOGL and $TSLA at the center of the U.S. AV race. But the field is broader than just $GOOGL and $TSLA. $AMZN's Zoox, Uber’s $LCID/Nuro partnership, Mobileye $MBLY and Wayve were also highlighted as players that could reach meaningful scale over the next five years.

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• @ripster47 bullish 22 eng

  🚨BIG Feature Launched today on https://t.co/3jEjW3yS30 to help make good investing decisions: On Demand Earning Analysis for Traders Just Click the button on your favorite stock and see institutional grade Analysis so you can make educated decision for investments $MBLY https://t.co/ajCp2vvB2x

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